Lori Haddock
Lori Haddock is a CFP-designated registered investment advisor at Blueprint Financial Advisors, based in Greensboro, NC, with 25 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
1301 W Wendover #C, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lori is involved in several outside business activities, including owning a rental property, being a member/volunteer at Greensboro Rotary Club, and serving as a trustee for Daystar Christian Fellowship. She also sells fixed, indexed, and variable annuities, as well as life insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Maplewood Investments, INC.Broker
Blueprint Financial Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Advisory Services Network
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.